Fourth Dimension Wealth, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in VLO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$430,506
+$220,488 QoQ
Shares Held
1,653
+94.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,259
of 1,955 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Fourth Dimension Wealth, LLC holds $983,971 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (43.8% of the industry book) .
All Filings in VLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,506 | 1,653 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $210,018 | 850 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $317,603 | 1,951 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $381,552 | 2,241 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $94,094 | 700 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $92,449 | 700 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $85,813 | 700 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||